Overview
Assets Under Management: $188 million
Headquarters: OMAHA, NE
High-Net-Worth Clients: 54
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.41
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,194
Discretionary Accounts: 1,194
Regulatory Filings
CRD Number: 304083
Last Filing Date: 2024-07-17 00:00:00
Website: https://bluecapitalwealth.com